This month one of my Senior Advisors, Anita Lieser, describes a recent transaction that went remarkably well. It is a good time to reflect on the transaction and to educate each other, and our buyers and sellers on the characteristics of a deal that got completed...
Your Discretion is required Confidentiality is a critical element in the sale and purchase of a business. Over the years in our office, we have sold hundreds of businesses and, for the most part, we have been able to limit the sharing of information to only those...
Managing Your Transaction Anyone who has a know-it-all cousin or brother or father or teenager understands that it is best to use your own common sense, life experiences, and judgment in conjunction with the suggestions of others to make the wisest decisions. These...
Succession Planning If you suddenly become unable to work, is your business positioned to operate without you? Accidents happen. Have you prepared your business to continue without you? Will your spouse be required to quit his/her job to now manage your staff that...
The Great Tax Debate It’s April and time for the most feared activity in the world for business owners – filing tax returns. More accurately, filing tax return extensions! Of course corporate returns are due March 15th, but April 15th is more dramatic and common. It...
Professional Valuations Although more of an art than a science, a business valuation is a good tool to determine the market price of a business. When financing an acquisition, the SBA now requires a valuation be completed for transactions over $250,000. There are many...
